Channel99

Constructs a URL to navigate the user to a specific page in the Channel99 application. **⚠️ PREREQUISITE**: You MUST call the listAppRoutes tool first to obtain the available routes and their parameters before constructing any URLs. Do not guess or hallucinate route names or parameter names. CRITICAL WORKFLOW - YOU MUST FOLLOW THIS ORDER: STEP 1: Identify the route without calling the `buildAppNavigationUrl` tool. STEP 2: Call the `resolveObjectIds` tool for ANY parameter that "requires lookup". STEP 3: Wait for the response from the `resolveObjectIds` tool to return the actual IDs. STEP 4: Call the `buildAppNavigationUrl` tool using the EXACT IDs returned by the `resolveObjectIds` tool. ⚠️ EXCLUSION / NEGATION HANDLING: When the user uses these keywords, you MUST set exclude: true: - "NOT in", "not in" - "except", "excluding" - "other than" - "but not", "without" - "exclude" ONLY parameters marked "can be excluded" support the exclude property (string and string[] types only). EXAMPLES: ✅ "companies NOT in Audience A" → w.audienceIds: {value: "<ID>", exclude: true} ✅ "all sectors except healthcare" → w.sector.id: {value: "sect_healthcare", exclude: true} ✅ "channels other than direct" → w.channelIds: {value: "chnl_direct", exclude: true} ❌ "visits NOT equal to 10" → Use range filter instead: w.metrics.visits: {value: "[,9]"} or {value: "[11,]"} CRITICAL: When you see "NOT" or "except" in the query, CHECK if that parameter "can be excluded" and set exclude: true. ⚠️ COMMON MISTAKES TO AVOID: 1. ❌ Calling buildAppNavigationUrl before calling resolveObjectIds ✅ Always call resolveObjectIds FIRST, wait for response, THEN call buildAppNavigationUrl 2. ❌ Guessing IDs based on patterns (e.g., "audi_nebula_test", "sect_healthcare") ✅ Use the EXACT ID returned by resolveObjectIds, which might be complex like "audi:seeddata.upload.audience-1" 3. ❌ Using example IDs from documentation ✅ Call resolveObjectIds to get the real ID for the user's specific entity 4. ❌ Omitting filters when the user mentions filtering criteria ✅ Always include searchParams for any filtering criteria mentioned by the user WHY YOU CAN'T GUESS IDS: - IDs can be simple: "sect_healthcare", "chnl_direct" - IDs can be complex: "audi:seeddata.upload.audience-1", "inst:customer_abc.prod" - IDs can be UUIDs: "550e8400-e29b-41d4-a716-446655440000" - Only resolveObjectIds knows the actual format for each entity Example 1: "Where can I see more information on the 'My Audience 123' audience?" ❌ WRONG: pathParams={} ✅ CORRECT: pathParams=[{key: "audienceId", value: "<ID_FROM_LOOKUP>"}] Example 2: "Show me all vendors which belong to the paid search channel?" ❌ WRONG: searchParams={} ✅ CORRECT: searchParams=[{key: "v.channel.id", value: "<ID_FROM_LOOKUP>"}] COMPLETE WORKFLOW EXAMPLE: User Query: "Show me healthcare companies in Europe with more than 10 visits that are NOT enterprise" Step 1: Call listAppRoutes to get available routes and parameters → Identify the route: webTrafficActivity Step 2: Identify what needs lookup → "healthcare" needs lookup (type: sector) → "Europe" needs lookup (type: region) → "more than 10 visits" is a range filter (no lookup needed) → "enterprise" needs lookup (type: revrange) Step 3: Call `resolveObjectIds` tool: Input: { entities: [ {name: "healthcare", objectType: "sector"}, {name: "Europe", objectType: "region"} {name: "enterprise", objectType: "revrange"} ] } Response: [ {id: "sect_healthcare", name: "Healthcare", objectType: "sector"}, {id: "regn_europe", name: "Europe", objectType: "region"} {id: "rrng_enterprise", name: "Enterprise", objectType: "revrange"}, ] Step 4: Call buildAppNavigationUrl tool with the EXACT IDs from Step 3: Input: { route: "webTrafficActivity", searchParams: [ {"key": "w.sector.id", "value": "sect_healthcare"}, ← ID from resolveObjectIds response {"key": "w.region.id", "value": "regn_europe"}, ← ID from resolveObjectIds response {"key": "w.metrics.visits", "value": "[10,]"}, ← No lookup needed {"key": "w.revRange.id", "value": "rrng_enterprise", "exclude": true} ← ID from resolveObjectIds response, exclude: true ] } Response: "https://app.dev.channel99.com/app/inst/seeddata/web-traffic-activity?w.sector.id=sect_healthcare&w.region.id=regn_europe&w.metrics.visits=[10,]"

buildAppNavigationUrl

Execute a read-only SQL query against the C99 Snowflake database. **⚠️ PREREQUISITE**: You MUST call the getQueryDatabaseSchema tool first to obtain the database schema before composing any SQL queries. Do not guess or hallucinate table names, column names, or function signatures. # **⚠️ CRITICAL: FULLY QUALIFIED TABLE NAMES REQUIRED ⚠️** - **ALWAYS use fully qualified names**: All table and view references in SQL queries MUST use the fully qualified name format: `inst_channel99.c99_ai.table_name`. For example, use `inst_channel99.c99_ai.ad_keyword` instead of just `ad_keyword`. - **This applies to ALL table references**: JOINs, FROM clauses, and any other table references MUST use the fully qualified name exactly as shown in the schema from the getQueryDatabaseSchema tool. - **Example**: `JOIN inst_channel99.c99_ai.company AS c ON c.company_id = v.company_id` # **⚠️ CRITICAL LOOKUP USAGE INSTRUCTIONS ⚠️** - **Prefer ID joins over name joins**: When possible, join on the ID column of the entity rather than a name column. Use the resolveObjectIds tool to get the ID if you don't have it. For example, instead of joining on the `channel_name` column, ask the resolveObjectIds tool for the ID of the channel and join on `channel_id` instead. # **⚠️ CRITICAL UDTF USAGE INSTRUCTIONS ⚠️** - **UDTF Syntax:** All UDTFs **must** be called using the exact format `FROM TABLE(UDTF_NAME(arg1, arg2, ...))` with valid arguments. **Never** use `FROM UDTF_NAME(...)` or `FROM UDTF_NAME`. - **Casting Requirement:** All literal arguments (strings, timestamps, NULLs) **must** be explicitly cast using the `::` operator. (e.g. `'2024-01-01'::TIMESTAMP_NTZ`, `NULL::STRING`, `'campaign'::STRING`, etc.). - **Alias Naming Requirement:** Use safe SQL aliases with letters, numbers, and underscores only (e.g. `pipeline_per_dollar`). Do not use special characters like `$` in unquoted aliases. - **JOIN Requirement:** Always join the UDTF results with dimension tables (like `company`) to resolve IDs into human-readable names. - **ID Requirement:** All UDTF parameters that are foreign keys MUST be the ID of the entity returned by the resolveObjectIds tool. NEVER GUESS THE ID, NEVER ADD A PLACEHOLDER VALUE, and NEVER USE A NAME IN PLACE OF THE ID. Call the resolveObjectIds tool only when you have one or more concrete entities that need ID resolution for the query. - **Use Columns Returned by the UDTF**: Do not invent columns. For example, if the UDTF returns a column called `sum_spend`, do not invent a column called `spend`. - **Required Parameters:** All UDTF parameters that are required MUST be included in the query. - **Default Value:** If a UDTF parameter has a `default`, use this value in the query if no value is provided for the parameter. If parameter documentation explicitly says null is allowed for "no filter", follow that parameter documentation. If a default value is provided, let the user know what the default value is. - **Pay attention to type**: For each of the following types, pass the appropriate value: - "STRING containing JSON array string": Pass a JSON array formatted string cast as `::STRING` (e.g. `'["value1","value2"]'::STRING`). - "STRING": Pass a string (e.g. `'value'::STRING`). - "TIMESTAMP_NTZ": Pass a timestamp (e.g. `'2024-01-01'::TIMESTAMP_NTZ`). - **`grouping_id` Note:** The `grouping_id` column contains different IDs based on the `group_by` parameter value. Example: ```sql SELECT v.*, c.company_name FROM TABLE(inst_channel99.c99_ai.visits( '2024-01-01'::TIMESTAMP_NTZ, '2024-02-01'::TIMESTAMP_NTZ, NULL::STRING, NULL::STRING )) AS v JOIN inst_channel99.c99_ai.company AS c ON c.company_id = v.company_id ``` You must use Snowflake SQL syntax or the query will fail to execute. Format results in a clear, readable way for the user. If there are many rows, consider showing a summary.

runReadOnlySqlQuery

Returns the C99 Snowflake database schema. This tool provides the complete schema information needed to construct SQL queries for the `runReadOnlySqlQuery` tool. The schema describes all queryable entities including views and user-defined table functions (UDTFs), along with their columns, parameters, and data types. **⚠️ IMPORTANT**: The schema you receive from this tool is required in order to call the `runReadOnlySqlQuery` tool. If you haven't done so already, call this tool so you can query the database to understand the available tables, columns, and their proper usage. **⚠️ UDTF PARAMETERS ARE AUTHORITATIVE**: - Use the exact parameter names and datatypes from this schema when calling UDTFs with named arguments. - Do not invent parameter names, enum values, or casts that are not shown in the schema. - For UDTF parameters with datatype `STRING containing JSON array string`, pass JSON array text cast as `::STRING` (or `NULL::STRING` when no filter), never SQL arrays like `ARRAY_CONSTRUCT(...)` or `NULL::ARRAY`. Even for a single value, pass a JSON array string (e.g. `'["value"]'::STRING`). - **WRONG**: `ARRAY_CONSTRUCT('value','value2')` `NULL::ARRAY` - **RIGHT**: `'["value","value2"]'::STRING` `NULL::STRING`

getQueryDatabaseSchema

Returns the available routes and their parameters for the Channel99 web application. This tool provides the complete route definitions needed to construct URLs using the buildAppNavigationUrl tool. Each route includes: - A description of what the route is for - Path parameters (required parts of the URL path) - Search parameters (optional query string filters) - Parameter types, whether they require ID lookup, and whether they can be excluded/negated **⚠️ IMPORTANT**: The route definitions you receive from this tool are required in order to call the buildAppNavigationUrl tool. If you haven't done so already, call this tool so you can understand the available routes and their parameters.

listAppRoutes

Resolve known Channel99 entity names to canonical object IDs. Pass only concrete, resolvable entities already extracted from the user request. Do not pass the full user query. Do not call this tool when no resolvable entities are present. Follow these rules for resolution. Here are the "type" categories: 1. **Revenue Range (revrange)**: - Refers to a company's size as measured in total annual revenue. - This field is an enum with a fixed set of possible values and is used to determine the market size of a company. In C99, there are 4 groups of company sizes: * 'enterprise' (more than $1B) * 'mid-market' (between $100M and $1B) * 'small-medium' (between $10M and $100M) * 'very small' (less than $10M) - If the user mentions a specific revenue value, select the revenue range which most likely applies. Do not use any other values for revrange other than the 4 listed here. For example, if the user mentions a revenue range such as $200M - $300M, set the "name" to 'mid-market' and the "type" to 'revrange'. - If the user mentions a revenue value that spans multiple revenue ranges, select them all 2. **Region**: - Look for any geographic terms (e.g. continent, country, state/province, city) and resolve them into one of these predefined regions: - North America - Africa - Asia-Pacific - Europe - Central & South America - Middle East - Antarctica - Example: "accounts in France" → {"name": "Europe", "type": "region"} 3. **Industry (Sector)**: - Match mentioned industries to the closest sector name - Example: "companies in agriculture" → {"name": "agriculture", "type": "sector"} 4. **Channel**: - Extract channel names (e.g. "direct", "paid search", "paid social", "organic search", "email", "pr", etc) 5. **Named Instances**: - If the input includes the name of a specific object (e.g., "Pixel A" or "Campaign B"), extract the name and type. - Example: "Show details about Pixel A" → {"name": "Pixel A", "type": "pixel"} 6. **Generic Objects**: - Do not extract names or types for generic object requests (e.g., "list all pixels," "what are my tags?") 7. **TAM (Total Addressable Market)**: - Extract relevant marketing keywords (e.g., sectors, revenue ranges, or regions) mentioned alongside TAM. Do not attempt to resolve TAM itself as a resolvable entity - Example: "Show healthcare companies in my TAM" → [{"name": "healthcare", "type": "sector"}] 8. **No resolvable keywords**: - Do not call this tool if the input does not include resolvable entities. ### Examples: - Q: "List all campaigns for mid-market agriculture companies" - A: `[{"name": "mid-market", "type": "revrange"}, {"name": "agriculture", "type": "sector"}]` - Q: "Details about the Pixel A pixel" - A: `[{"name": "Pixel A", "type": "pixel"}]` - Q: "What is the TAM for the healthcare sector" - A: `[{"name": "healthcare", "type": "sector"}]` - Q: "Show all companies with annual revenue between $20M and $400M." - A: `[{"name": "small-medium", "type": "revrange"}, {"name": "mid-market", "type": "revrange"}]` - Q: "Show all companies in China" - A: `[{"name": "Asia-Pacific", "type": "region"}]`

resolveObjectIds

Search Channel99 support documentation for answers to product questions, feature explanations, troubleshooting steps, best practices, and product release notes. If a URL is referenced in the article content, include it in the response.

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